How big is Sherman & Balhoff, APDC's plan?

Sherman & Balhoff, APDC's plan reported $9.4M in assets and 38 participants for 2025.

Original filing (PDF)20260518131603NAL0000119491001

Sherman & Balhoff, APDC

Name: Sherman & Balhoff, APDC — Sherman & Balhoff, APDC, Form 5500 (2025)
Creator: Sherman & Balhoff, APDC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherman & Balhoff, APDC Retirement Plan and Trust

401(k) retirement plan · Sherman & Balhoff, APDC's Sherman & Balhoff, APDC Retirement Plan and Trust held $9.4M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

Plan identifiers

Sherman & Balhoff, APDC's EIN is 72-1182280.

EIN 72-1182280

Plan number 001

Plan year 2025

ACK ID 20260518131603NAL0000119491001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sherman & Balhoff, APDC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sherman & Balhoff, APDC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERMAN & BALHOFF, APDC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score